Client Services

We recently expanded our client services department and are more committed than ever to providing our clients with superior service.

We want to make it easy for you to do business with us.

We think you will be happy to know that we do not have a call centre. All your questions, concerns and ideas are personally handled by our financial advisors or head office client services team. You can count on quick follow-up and accurate information.

Our specialists will meet with you in our office, your home or your office when it is convenient for you.

We will regularly keep in touch through phone calls, updates, statements, reports and meetings. We will let you know when your investment portfolio requires adjusting due to your personal circumstances, goals or market conditions.

Through educational newsletters and seminars we will offer opportunities for you to be a knowledgeable investor.


 

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Compliance & Legal
Allied Associates LLP, Chartered Accountants
Allied Accounting & Tax Services Limited
1490 Richmond Street, Suite 200 | London, ON  N6G 0J4 | Canada
 
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